See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,021 | $59,805+17.1% | $79,550-12.0% | $68,494+2.2% |
| Participation rate | 58.8% | 61.1%-2.3pp | 69.5%-10.7pp | 67.9%-9.1pp |
| Annual return | -11.67% | -12.30%+0.6pp | 0.16%-11.8pp | -7.84%-3.8pp |
| Employer contribution / active EE | $1,235 | $1,505-18.0% | $2,413-48.8% | $2,596-52.4% |
| Participant deferral / active EE | $5,061 | $3,024+67.3% | $3,985+27.0% | $4,027+25.7% |
| Admin fee / account holder | $3,287 | $4,835-32.0% | $6,832-51.9% | $5,403-39.2% |